Managers of Wealth Americas

Citizens grows its private wealth ambitions in Boston

Citizens Financial Group has added a top advisor with nearly $1B in assets from JPMorgan, along with another key hire for its Boston office.

Canaccord Genuity Group Inc. through its Wealth Management business in the UK announces acquisition of Cantab Asset Management Ltd.

Upon completion of the acquisition, investment professionals and support staff of Cantab will continue in their existing roles and will be fully supported in directly managing their client relationships.

US, Hong Kong quoted wealth manager Noah reports 19.2% Q1 revenue fall

Net revenues decreased by 18.8% from the fourth quarter of 2023, mainly due to decreases in one-time commissions.

IFAM To Join Kovitz

This transaction is expected to close in the third quarter of 2024, subject to customary closing conditions.

TSG and Mark Schulten Garner Top Recognition by Forbes in 2024

The recognition serves as a testament to the team’s unwavering dedication to devising innovative strategies and personalized solutions to help clients realize their financial aspirations and safeguard their future.

BlackRock’s $20B ETF Is Now the World’s Largest Bitcoin Fund

The iShares Bitcoin Trust has attracted the greatest inflow since going live, $16.5 billion, while investors have pulled $17.7 billion from the Grayscale fund over the same period.

Blackstone buys $1B mortgage portfolio from German bank

Multifamily, office and hospitality properties backing Deutsche Pfandbriefbank loan pool

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies

Portsmouth Financial Services to become a branch office of leading broker-dealer Arete Wealth Management, LLC via asset purchase agreement

San Francisco-based firm to bring 40 advisors and $800M of AUM to Arete Wealth's exclusive platform

National Bank of Canada's profit rises on wealth management, markets strength

Profit at the bank's wealth management unit rose 15% in the second quarter to C$205 million.

Wealth Enhancement Group Announces the Addition of The Financial Advisory Group, LLC, an Independent RIA with Over $1.22 Billion in Client Assets

This partnership marks Wealth Enhancement Group's fifth acquisition of the year and brings the firm's total client assets to more than $81.5 billion.

From Superbowl stardom to wealth management boardroom

Bennie Fowler, who won Super Bowl 50 with the Denver Broncos, reflects on his new career as Caprock’s director of strategic relationships.

Stratos Welcomes Spain & Smith Wealth Advisors

Firm to Leverage Stratos Wealth Advisors' Advanced Technology and Comprehensive Practice Management Support to Enhance Growth

Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s

These teams are among the best in the business and are dedicated to serving each client’s needs.

Barron's Advisor Top 250 Private Wealth Management teams 2024

This prestigious national recognition underscores the dedication and expertise of every team member.

This Banker Built Herself A $300 Million Fortune At JPMorgan Chase

This potential successor to Jamie Dimon is the lone woman banker on Forbes’ list of most successful self-made women.

Citi's family office clients dial up risk in Q1

The US bank's single-family office clients upped equity holdings and cut cash on average in the first three months of the year.

Scotiabank Earnings Top Estimates on Capital Markets, Wealth

Bringing the five pillars of wealth management together

InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises

Partners Group Selects Northern Trust to Provide Asset Servicing Solutions for its Private Equity ELTIF Evergreen Fund

The new ELTIF 2.0 regime is intended to facilitate European investment into private market assets via semi-liquid funds and related strategies, including by individuals not considered to be professional investors.

Wealth and Asset Management